During first half of 2025, nearly all economic indicators were put aside, as everything was concerning the policies of Donald Trump, how he up-date, up-hour, up-minute, up-second his policies. Now the darkest hours had gone. People are winding up their focus back to economic indicators gradually. We will have PCE, Initial Claims, Unemployment and Non-Farm on first Friday of every month.
Tariff is not so negative, for not all were bore by consumers. The manufacturers had to take up part of it, the importers part of it and end-user just part of it and not the whole. So now found that to some manufactures in China is blow, but to other ASEAN countries, manufacturers got a lot of business. Recession is not just in US, manufacturers had to bear part of it. Anyway actual effect had not fully come out, may be by the end of 2025 can see more, for some negotiations are still on the way.
But one thing most people agreed is that the darkest hour had already gone, this is shown in 3 major indexes. The second half of 2025 is believed in a long and slow bull market with medium adjustment. Now is time for treasury hunting, that is to dig out stars of tomorrow. It is a world of AI, so we better try to find out the stars from ARK series. Why? God of Stocks Warren Buffet is going to retire, no one can chase near him except Cathy Wood. Therefor BRK series should put aside as A is greater than B.
Meanwhile, I always talk about Mars landing but few people in the market is in aware of it now. When everyone is talking about Mars, it will be too late to buy. Not just Mars, every hot topic in the market is like that. So better find out which topic is hottest 5 year later, which news will be on the topmost headline on earth in 2030. Surely it is landing on Mars！！！！！！！！！！！！！！！